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Our Technology

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At OnePoint Capital Management, we believe powerful financial advice starts with powerful technology. That’s why we’ve partnered with Wealthfluent, a leading financial technology platform, to deliver a modern, data-driven experience for our clients.

 

Platform agnostic, our fin-tech platform works with all major financial institutions.  Whether your accounts are held at banks, brokerages, retirement plan providers, or lending institutions, our platform securely connects and aggregates your account data into a single, easy to understand dashboard.

Bank Level Security

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We protect your information using bank level encryption and secure data protocols to ensure your information remains protected at every step. â€‹Connection to your accounts is done through established aggregation providers like Envestnet, Yodlee & Fingoal, used by major financial institutions using read-only access;

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  • Your accounts can be monitored, but never moved, traded, or altered.

  • Your login credentials are encrypted and never visible to our team.​

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So your accounts remain secure and untouchable at all times.  

Bringing Every Account Together

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Instead of managing multiple statements, apps, and logins, all financial information is consolidated into one platform. Connect both assets and liabilities, including:

  • Bank and savings accounts

  • Investment and brokerage portfolios

  • Employer retirement plans such as 401(k)s

  • Credit cards and personal loans

  • Mortgages and other long-term liabilities

Real Time Dashboard

Once accounts are connected, Wealthfluent’s technology synthesizes this data into an intuitive dashboard that provides a real-time view of your financial life. Clients can easily monitor:

  • Net worth and account balances

  • Investment allocations and performance

  • Cashflow and spending patterns

  • Progress toward financial goals

By organizing complex financial data into clear visual insights, the platform helps clients quickly understand where they stand and how their financial decisions impact their long-term objectives.

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Manage Cashflows & Expenses

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Understanding where your money goes is the foundation of good financial planning.  Our platform automatically categorizes spending, tracks income sources and shows you exactly where you stand each month.

 

You'll see patterns you normally would've missed and identify expenses that don't align with your priorities. 

 

You'll be able to make adjustments and direct your cash towards goals that matter.    

Set Goals & Risk Preferences

During onboarding, you'll be prompted to clarify what your trying to achieve.  Whether saving for a house, a car or retirement; you'll have a plan to get there.

 

Our platform factors in time, your investment mix, risk preferences and even health; to give you an accurate picture of where you stand.

 

As time goes on, debts are paid down, investment values go up and your dashboard keeps track every step of the way. You'll see how small changes now can effect you in the future.

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Set Up & Manage Investments

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After setting your goals, timeline and risk preferences, set your investment strategy.  Allocate across all accounts and see how they work together. 

 

No more wondering if your 401k allocation conflicts with another strategy.  Detect investing overlaps. 

 

See how adjustments can effect future account balances.  Perform portfolio rebalancing automatically across all your accounts.  .

Portfolio Rebalancing

Our platform gives you the tools to monitor and optimize your investments with clarity and precision. With performance tracked over time, you'll get a clear picture of how your portfolio performs in different market conditions. 

 

By connecting real time financial data to your goals and risk preferences, you'll know that your investments are aligned with your broader financial strategy.  

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OnePoint's platform allows you to evaluate investments like a professional, factoring returns and expenses; making sure your strategy stays aligned with your goals . Compare performance to established index funds to evaluate over/under performance.

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With real-time insights and clear comparisons, you can make informed adjustments with confidence, supported by data and the experienced guidance of a financial adviser.  

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Compare Fees & Expenses

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Get a complete view of your true returns and total costs—across every account, all in one place. OnePoint’s technology brings together your investments to show exactly what you’re earning after fees, not just what statements suggest.

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Break down your portfolio with clarity:

Track dividends, interest, and capital growth across all assets. Uncover hidden fees and understand their long-term impact. Compare performance across accounts, institutions, and strategies

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With a clear picture of what’s working and what’s not you can identify which investments are driving results and which may be holding you back. Make smarter, more informed decisions so every dollar in your portfolio is working toward your future not someone else’s fees.

Financial AI - Personalized for You

Magpie AI

Magpie is your AI powered financial companion, built directly into your OnePoint dashboard to help you understand and analyze your financial situation in real time.  Instead of relying on static reports, ask questions, explore scenarios and see how your financial decisions may impact your investment portfolio, before you act.  

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Unlike generic, off the shelf AI tools, Magpie works with your actual financial data - analyzing your assets, liabilities, spending habit and investment goals together.  Our AI platform allows you to simulate potential portfolio decisions, so you can understand the potential impact before committing your money.  

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Through a simple conversational interface, you can:

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  • Better understand your portfolio allocation and risk exposure.

  • Explore higher growth strategies.

  • Identify investing gaps, redundancies and ineffeciencies.

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Magpie helps you move beyond surface level analysis toward a fuller picture for how your portfolio behaves as a whole.  Designed to work in partnership with our financial advisers to give you an accurate expectation of the investing landscape.  

Ask questions like;

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  • What's my exposure to international markets?

  • Am I on track to reach my retirement goal?

  • Can you explain the difference between a Roth & Traditional IRA?

  • Are the expenses that I'm paying in line with market averages?

CONTACT US

OnePointCapitalMgt@gmail.com

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OnePoint Capital Management, LLC (“OnePoint” or “the Firm”) is a State of Florida registered investment adviser. Registration with the State should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.

By using this website, you accept and agree to OnePoint’s Terms of Service and Privacy Policy.

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OnePoint has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of OnePoint or any of its financial advisers.

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Investment management and advisory services are provided by One Point Capital Management to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

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Unless otherwise noted, any statement regarding an individual’s experience with OnePoint Capital Management contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of OnePoint’s clients or their experiences. Such statements do not guarantee future performance or success.

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